BWM

Baron Wealth Management Portfolio holdings

AUM $302M
1-Year Est. Return 20.04%
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$329K
3
+$310K
4
XOM icon
Exxon Mobil
XOM
+$297K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$272K

Top Sells

1
+$635K
2
+$440K
3
+$397K
4
KTB icon
Kontoor Brands
KTB
+$397K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$323K

Sector Composition

1 Technology 12.22%
2 Consumer Discretionary 9.6%
3 Healthcare 7.09%
4 Industrials 6.67%
5 Financials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$339K 0.18%
2,667
-1,729
102
$338K 0.18%
7,091
-212
103
$330K 0.18%
2,479
-37
104
$329K 0.17%
+4,626
105
$326K 0.17%
6,706
+805
106
$325K 0.17%
3,336
-2,199
107
$324K 0.17%
603
-38
108
$320K 0.17%
3,723
109
$319K 0.17%
1,998
-117
110
$319K 0.17%
5,507
-1,091
111
$318K 0.17%
1,881
-34
112
$317K 0.17%
2,400
-305
113
$310K 0.16%
+590
114
$308K 0.16%
631
-3
115
$308K 0.16%
12,326
+1
116
$307K 0.16%
1,494
+126
117
$305K 0.16%
25,797
+1,870
118
$304K 0.16%
1,118
-9
119
$302K 0.16%
2,252
120
$302K 0.16%
3,449
121
$297K 0.16%
906
122
$297K 0.16%
+2,556
123
$296K 0.16%
2,515
-523
124
$293K 0.16%
2,877
125
$288K 0.15%
7,318
-19
3 4
5
6 7